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Bekhruzbek Ochilov, MCSI, PAGRC
By the end of the project, you will learn how to quantify risk-to-reward using Treynor Ratio, and calculate the value at risk for investment portfolio.
Read more
By the end of the project, you will learn how to quantify risk-to-reward using Treynor Ratio, and calculate the value at risk for investment portfolio.
Read more
By the end of the project, you will learn how to quantify risk-to-reward using Treynor Ratio, and calculate the value at risk for investment portfolio.
ATTENTION: To take this course, it is required that you are familiar basic financial risk management concepts. You can gain them by taking the guided project Compare Stock Returns with Google Sheets.
Note: This course works best for learners who are based in the North America region. We're currently working on providing the same experience in other regions.
This course's content is not intended to be investment advice and does not constitute an offer to perform any operations in the regulated or unregulated financial market
Register for this course and see more details by visiting:
OpenCourser.com/course/iq33kc/investment
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What's inside
Syllabus
Investment Risk Management
By the end of the project, you will learn how to quantify risk-to-reward using Treynor Ratio, and calculate the value at risk for investment portfolio.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Course touches on contemporary business risk management, an important topic for leaders and professionals in the field
Calculates Treynor Ratio and Value at Risk (VaR) for investment portfolios, which is a relevant application of risk and portfolio management
Covers basic investment risk management concepts, making it a suitable course for beginners in the field
Emphasizes the application of Treynor Ratio and VaR in quantifying risk-to-reward, a practical aspect of risk management
Instructors have expertise in financial risk management and investment portfolios
Save this course
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Reviews summary
Investment risk management course
Learners say this "good" investment risk management course is well structured and teaches useful knowledge about portfolio analysis and risk management basics. Many positive reviews note that the course is effective for beginners and easy to understand. However, some students mention a few minor issues, such as the instructor's accent or technical errors.
Well-structured course with useful knowledge
"This course helps me to simplify my assignment :)"
"it was fun, and using time for something productive in some free time."
"Its really helpful in terms of understanding different concepts and ratios."
"This course help me to discover new skills"
"It was very nice course for skill up knowledge"
Instructor's accent makes it difficult to understand
"With the instructors accent, I had difficulty understanding everything he said."
"The instructor's accent and speaking is ununderstandable"
"The instructor doesn’t try to explain the whole parts of the formulas."
Error in quiz question on Treynor Ratio
"Given 3.2% monthly return of a stock, 0.2% monthly risk free rate, and beta of 1.5, calculate the Treynor ratio, the project was very interesting!"
"One question in the quick about Treynor ratio is not taking the right answer.with 3.2% monthly return and 0.2% risk free return."
"There is a problem i think in the graded quiz, in the question about the Treynor Ratio"
Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Investment Risk Management with these
activities:
Compile Investment Resources
Show steps
Compiling a collection of investment resources will provide you with a valuable reference that you can use to learn more about investing and make informed investment decisions.
Browse courses on
Financial Planning
Show steps
-
Identify different types of investment resources, such as books, articles, websites, and podcasts.
-
Create a system for organizing and storing the resources.
-
Regularly add new resources to your collection.
-
Use your collection to learn more about investing and make informed investment decisions.
Review Basic Financial Concepts
Show steps
Refreshing your knowledge of basic financial concepts will help you better understand the content of this course and make more informed investment decisions.
Show steps
-
Review the key concepts of finance, such as time value of money, risk and return, and diversification.
-
Read articles and books about basic financial concepts.
-
Take an online course or workshop on basic financial concepts.
Analyze Historical Investment Data
Show steps
Analyzing historical investment data will help you understand how different investments have performed in the past and identify trends that may help you make better investment decisions in the future.
Show steps
-
Gather historical data for a range of investments, such as stocks, bonds, and mutual funds.
-
Calculate the returns for each investment over different time periods.
-
Analyze the returns to identify patterns and trends.
-
Use your analysis to make informed investment decisions.
-
Monitor your investments regularly and adjust your strategy as needed based on your analysis.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Review Risk and Portfolio Management
Show steps
Reviewing a foundational book can help establish a solid understanding of the fundamental concepts of risk and portfolio management.
View
Investment Analysis & Portfolio Management
on Amazon
Show steps
-
Read through the introductory chapters to get an overview of the topics covered in the book.
-
Focus on understanding the various risk-return measures and their applications in investment decision-making.
-
Review the different types of investment portfolios and how to construct an efficient portfolio.
Explore Portfolio Optimization Techniques
Show steps
Following tutorials on portfolio optimization techniques will help you understand how to create a portfolio that meets your risk and return objectives.
Browse courses on
Modern Portfolio Theory
Show steps
-
Find tutorials on portfolio optimization techniques, such as mean-variance optimization and risk-adjusted return measures.
-
Watch the tutorials and take notes on the key concepts.
-
Apply the techniques to your own investment portfolio.
Calculate Risk-Reward Metrics
Show steps
Practicing the calculation of risk-reward metrics will help you gain proficiency and confidence in using these tools for investment analysis.
Browse courses on
Treynor Ratio
Show steps
-
Find historical data for a stock or portfolio.
-
Calculate the expected return, standard deviation, and covariance of the returns.
-
Use these values to calculate the Treynor ratio and Value at Risk.
Attend a Risk Management Workshop
Show steps
Attending a risk management workshop will provide you with the opportunity to learn from experts and network with other professionals in the field.
Browse courses on
Investment Risk
Show steps
-
Find a risk management workshop that aligns with your interests.
-
Register for the workshop and attend all sessions.
-
Take notes and ask questions during the workshop.
-
Follow up with the workshop organizers or speakers if you have any further questions.
Develop a Risk Management Plan
Show steps
Creating a risk management plan will force you to think critically about the risks involved in your investment strategy and develop strategies to mitigate those risks.
Browse courses on
Investment Risk Management
Show steps
-
Identify the potential risks associated with your investment objectives.
-
Develop strategies to manage each risk, including diversification, hedging, and asset allocation.
-
Create a written risk management plan that outlines your strategies and how you will monitor and adjust them over time.
Compile Investment Resources
Show steps
Compiling a collection of investment resources will provide you with a valuable reference that you can use to learn more about investing and make informed investment decisions.
Browse courses on
Financial Planning
Show steps
Show steps
Show steps
- Identify different types of investment resources, such as books, articles, websites, and podcasts.
- Create a system for organizing and storing the resources.
- Regularly add new resources to your collection.
- Use your collection to learn more about investing and make informed investment decisions.
Review Basic Financial Concepts
Show steps
Refreshing your knowledge of basic financial concepts will help you better understand the content of this course and make more informed investment decisions.
Show steps
Show steps
Show steps
- Review the key concepts of finance, such as time value of money, risk and return, and diversification.
- Read articles and books about basic financial concepts.
- Take an online course or workshop on basic financial concepts.
Analyze Historical Investment Data
Show steps
Analyzing historical investment data will help you understand how different investments have performed in the past and identify trends that may help you make better investment decisions in the future.
Show steps
Show steps
Show steps
- Gather historical data for a range of investments, such as stocks, bonds, and mutual funds.
- Calculate the returns for each investment over different time periods.
- Analyze the returns to identify patterns and trends.
- Use your analysis to make informed investment decisions.
- Monitor your investments regularly and adjust your strategy as needed based on your analysis.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Review Risk and Portfolio Management
Show steps
Reviewing a foundational book can help establish a solid understanding of the fundamental concepts of risk and portfolio management.
View
Investment Analysis & Portfolio Management
on Amazon
Show steps
Show steps
Show steps
- Read through the introductory chapters to get an overview of the topics covered in the book.
- Focus on understanding the various risk-return measures and their applications in investment decision-making.
- Review the different types of investment portfolios and how to construct an efficient portfolio.
Explore Portfolio Optimization Techniques
Show steps
Following tutorials on portfolio optimization techniques will help you understand how to create a portfolio that meets your risk and return objectives.
Browse courses on
Modern Portfolio Theory
Show steps
Show steps
Show steps
- Find tutorials on portfolio optimization techniques, such as mean-variance optimization and risk-adjusted return measures.
- Watch the tutorials and take notes on the key concepts.
- Apply the techniques to your own investment portfolio.
Calculate Risk-Reward Metrics
Show steps
Practicing the calculation of risk-reward metrics will help you gain proficiency and confidence in using these tools for investment analysis.
Browse courses on
Treynor Ratio
Show steps
Show steps
Show steps
- Find historical data for a stock or portfolio.
- Calculate the expected return, standard deviation, and covariance of the returns.
- Use these values to calculate the Treynor ratio and Value at Risk.
Attend a Risk Management Workshop
Show steps
Attending a risk management workshop will provide you with the opportunity to learn from experts and network with other professionals in the field.
Browse courses on
Investment Risk
Show steps
Show steps
Show steps
- Find a risk management workshop that aligns with your interests.
- Register for the workshop and attend all sessions.
- Take notes and ask questions during the workshop.
- Follow up with the workshop organizers or speakers if you have any further questions.
Develop a Risk Management Plan
Show steps
Creating a risk management plan will force you to think critically about the risks involved in your investment strategy and develop strategies to mitigate those risks.
Browse courses on
Investment Risk Management
Show steps
Show steps
Show steps
- Identify the potential risks associated with your investment objectives.
- Develop strategies to manage each risk, including diversification, hedging, and asset allocation.
- Create a written risk management plan that outlines your strategies and how you will monitor and adjust them over time.
Career center
Learners who complete Investment Risk Management will develop knowledge and skills
that may be useful to these careers:
Investment Manager
Investment Manager
Investment Managers make investment decisions for individuals and organizations, and this course can provide them with the skills to assess the risk and reward of different investments. It can also help them to develop strategies to minimize risk and maximize returns for their clients.
Actuary
Actuary
Actuaries use mathematical and statistical models to assess financial risk and develop insurance products. This course can help them develop the skills to quantify risk and develop risk management strategies, which are essential for success in this field.
Portfolio Manager
Portfolio Manager
Portfolio Managers are responsible for managing the investments of individuals and organizations, and this course can help them to develop the skills to do so effectively. It can help them to understand how to diversify their portfolios, assess risk, and make sound investment decisions.
Financial Analyst
Financial Analyst
Financial Analysts help companies and organizations make sound decisions by providing insights into financial data and trends. This course can help Financial Analysts quantify risk-to-reward ratios and calculate value at risk for investment portfolios, which are essential skills for success in this field.
Financial Risk Manager
Financial Risk Manager
Financial Risk Managers are responsible for identifying and managing financial risks for companies and организаций, and this course can provide them with the skills to do so effectively. It can help them to develop the skills to quantify risk, develop risk management strategies, and implement risk management policies.
Quantitative Analyst
Quantitative Analyst
Quantitative Analysts use mathematical and statistical models to analyze financial data and develop trading strategies. This course can provide them with the skills, particularly the ability to quantify risk-to-reward ratios and calculate value at risk, that are essential for success in this field.
Risk Consultant
Risk Consultant
Risk Consultants help organizations to identify and manage risks, and this course can provide them with the skills to do so effectively. It can help them to develop the skills to quantify risk, develop risk management strategies, and implement risk management policies.
Credit Analyst
Credit Analyst
Credit Analysts assess the creditworthiness of individuals and organizations, and this course can help them to develop the skills to do so effectively. It can help them to understand how to use financial data to assess risk and make sound lending decisions.
Compliance Officer
Compliance Officer
Compliance Officers ensure that organizations comply with laws and regulations, and this course can provide them with the skills to do so effectively. It can help them to understand how to identify and manage risks associated with non-compliance.
Auditor
Auditor
Auditors examine financial records to ensure that they are accurate and complete, and this course can provide them with the skills to do so effectively. It can help them to understand how to identify and manage risks associated with financial fraud.
Insurance Broker
Insurance Broker
Insurance Brokers help individuals and organizations to find and purchase insurance policies, and this course may be useful to them as it can help them to understand how to assess risk and make sound insurance decisions.
Financial Planner
Financial Planner
Financial Planners help individuals and families to plan for their financial futures, and this course may be useful to them as it can help them to understand how to assess risk and develop financial plans that minimize risk and maximize returns.
Tax Manager
Tax Manager
Tax Managers are responsible for planning and managing the tax affairs of individuals and organizations, and this course may be useful to them as it can help them to understand how to use tax laws to minimize risk and maximize returns.
Business Analyst
Business Analyst
Business Analysts help organizations to improve their business processes, and this course may be useful to them as it can help them to understand how to assess the risk of different business initiatives and develop strategies to minimize risk and maximize returns.
Salesperson
Salesperson
Salespeople sell products and services, and this course may be useful to them as it can help them to understand how to assess the risk of different sales opportunities and develop sales strategies that maximize returns.
For more career information including salaries, visit:
OpenCourser.com/course/iq33kc/investment
Reading list
We've selected 13 books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Investment Risk Management.
Provides a comprehensive overview of investment risk management, covering topics such as risk assessment, portfolio optimization, and risk mitigation. It valuable resource for students and practitioners alike.
Provides a comprehensive overview of value at risk (VaR), a widely used risk management tool. It valuable resource for students and practitioners alike.
Provides a comprehensive overview of risk management, covering topics such as risk assessment, portfolio optimization, and risk mitigation. It valuable resource for students and practitioners alike.
Comprehensive guide to the Financial Risk Manager (FRM) certification exam. It covers all of the topics tested on the exam, and valuable resource for students and practitioners alike.
Provides a comprehensive overview of modern portfolio theory and investment analysis. It covers topics such as asset pricing, portfolio optimization, and risk management. It valuable resource for students and practitioners alike.
Provides a comprehensive overview of investment analysis and portfolio management. It covers topics such as asset pricing, portfolio optimization, and risk management. It valuable resource for students and practitioners alike.
Classic guide to investing. It provides timeless advice on how to invest wisely and avoid common pitfalls. It valuable resource for students and practitioners alike.
Save
Classic guide to security analysis. It provides timeless advice on how to analyze stocks and bonds. It valuable resource for students and practitioners alike.
Provides a comprehensive overview of quantitative equity investing. It covers topics such as factor models, portfolio optimization, and risk management. It valuable resource for students and practitioners alike.
Comprehensive reference guide to fixed income securities. It covers topics such as bond valuation, risk management, and portfolio management. It valuable resource for students and practitioners alike.
Provides a comprehensive overview of credit risk. It covers topics such as credit risk assessment, credit risk modeling, and credit risk management. It valuable resource for students and practitioners alike.
Provides a comprehensive overview of operational risk. It covers topics such as operational risk assessment, operational risk modeling, and operational risk management. It valuable resource for students and practitioners alike.
Comprehensive encyclopedia of risk management. It covers topics such as risk assessment, portfolio optimization, and risk mitigation. It valuable resource for students and practitioners alike.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/iq33kc/investment
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Effort
1 hour
Level
Intermediate
Via
Coursera
Institution
Coursera Project Network
Instructor
Bekhruzbek Ochilov, MCSI, PAGRC
Language
English
Good to know
Course touches on contemporary business risk management, an important topic for leaders and professionals in the field
Calculates Treynor Ratio and Value at Risk (VaR) for investment portfolios, which is a relevant application of risk and portfolio management
Covers basic investment risk management concepts, making it a suitable course for beginners in the field
Emphasizes the application of Treynor Ratio and VaR in quantifying risk-to-reward, a practical aspect of risk management
Instructors have expertise in financial risk management and investment portfolios
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